HOWE & RUSLING INC
ROCHESTER NY · SEC CIK 0000769963
$15.32亿2026Q1 申报市值
477持仓数
31.6%前十大占比 · 第一大 4.0%
38 / 39新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AZN 新建仓+$1,048.85万
VCIT 加仓+$753.15万
VIK 新建仓+$270.18万
MSFT 加仓+$254.68万
MDLZ 加仓+$254.45万
2026Q1 卖出最多 按季末市值估算
VYM 减仓-$641.26万
PINS 清仓-$551.46万
BKNG 减仓-$295.27万
SPY 减仓-$285.83万
AVGO 减仓-$249.03万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IJJ | ISHARES TR | $2.34万 | 0.00% | 176 | 6 | 3.5% | $796 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $2.33万 | 0.00% | 598 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $2.17万 | 0.00% | 456 | -460 | -50.2% | -$2.19万 | 减仓 |
| SLVP | ISHARES INC | $2.13万 | 0.00% | 600 | 600 | — | $2.13万 | 新建仓 |
| EWC | ISHARES INC | $2.13万 | 0.00% | 388 | 388 | — | $2.13万 | 新建仓 |
| USMV | ISHARES TR | $1.98万 | 0.00% | 213 | -176 | -45.2% | -$1.63万 | 减仓 |
| EFG | ISHARES TR | $1.93万 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $1.89万 | 0.00% | 558 | -96 | -14.7% | -$3,251 | 减仓 |
| ICF | ISHARES TR | $1.86万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $1.83万 | 0.00% | 106 | 1 | 1.0% | $173 | 加仓 |
| IGV | ISHARES TR | $1.75万 | 0.00% | 218 | 218 | — | $1.75万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $1.70万 | 0.00% | 370 | -51 | -12.1% | -$2,343 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1.65万 | 0.00% | 313 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $1.61万 | 0.00% | 748 | -10,190 | -93.2% | -$21.89万 | 减仓 |
| STXF | EA SERIES TRUST | $1.56万 | 0.00% | 371 | 371 | — | $1.56万 | 新建仓 |
| DVY | ISHARES TR | $1.51万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $1.43万 | 0.00% | 305 | -318 | -51.0% | -$1.49万 | 减仓 |
| NLR | VANECK ETF TRUST | $1.43万 | 0.00% | 107 | 27 | 33.8% | $3,596 | 加仓 |
| SMLF | ISHARES TR | $1.40万 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| EDV | VANGUARD WORLD FD | $1.30万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $1.29万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SCHK | SCHWAB STRATEGIC TR | $1.27万 | 0.00% | 405 | 66 | 19.5% | $2,069 | 加仓 |
| — | ISHARES INC | $1.22万 | 0.00% | 251 | 251 | — | $1.22万 | 新建仓 |
| — | WELLS FARGO & CO | $1.16万 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $1.14万 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| — | ISHARES INC | $1.13万 | 0.00% | 250 | 250 | — | $1.13万 | 新建仓 |
| SCZ | ISHARES TR | $1.01万 | 0.00% | 129 | -8 | -5.8% | -$627 | 减仓 |
| IXN | ISHARES TR | $9,398 | 0.00% | 94 | -72 | -43.4% | -$7,198 | 减仓 |
| URA | GLOBAL X FDS | $9,299 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| SIL | GLOBAL X FDS | $9,008 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $8,846 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PKB | INVESCO EXCHANGE TRADED FD T | $8,782 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $8,622 | 0.00% | 324 | -3,433 | -91.4% | -$9.14万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $7,919 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| FQAL | FIDELITY COVINGTON TRUST | $7,153 | 0.00% | 99 | 1 | 1.0% | $72 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $6,941 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $6,816 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| XOP | SPDR SERIES TRUST | $6,365 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $6,001 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| PICK | ISHARES INC | $5,999 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $5,920 | 0.00% | 49 | -49 | -50.0% | -$5,920 | 减仓 |
| DEM | WISDOMTREE TR | $5,218 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $4,597 | 0.00% | 55 | 55 | — | $4,597 | 新建仓 |
| FNDE | SCHWAB STRATEGIC TR | $4,439 | 0.00% | 116 | -1,397 | -92.3% | -$5.35万 | 减仓 |
| FDMO | FIDELITY COVINGTON TRUST | $4,381 | 0.00% | 55 | 55 | — | $4,381 | 新建仓 |
| EBND | SPDR SERIES TRUST | $4,149 | 0.00% | 201 | -2 | -1.0% | -$41 | 减仓 |
| GAB | GABELLI EQUITY TR INC | $4,077 | 0.00% | 728 | 728 | — | $4,077 | 新建仓 |
| DFEV | DIMENSIONAL ETF TRUST | $4,003 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $3,799 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $3,608 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| RING | ISHARES INC | $3,555 | 0.00% | 45 | 45 | — | $3,555 | 新建仓 |
| IPAC | ISHARES TR | $3,381 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $3,106 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $2,840 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $2,821 | 0.00% | 45 | 37 | 462.5% | $2,319 | 加仓 |
| XTL | SPDR SERIES TRUST | $2,821 | 0.00% | 15 | 15 | — | $2,821 | 新建仓 |
| — | PROSHARES TR | $2,781 | 0.00% | 40 | 40 | — | $2,781 | 新建仓 |
| FELC | FIDELITY COVINGTON TRUST | $2,757 | 0.00% | 76 | 76 | — | $2,757 | 新建仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $2,716 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $2,653 | 0.00% | 103 | 103 | — | $2,653 | 新建仓 |
| GOVT | ISHARES TR | $2,323 | 0.00% | 101 | -694 | -87.3% | -$1.60万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $2,319 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $2,302 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| BLV | VANGUARD BD INDEX FDS | $1,651 | 0.00% | 24 | -319 | -93.0% | -$2.19万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,644 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| FDEM | FIDELITY COVINGTON TRUST | $1,643 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| ISCF | ISHARES TR | $1,630 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SERIES TRUST | $1,191 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| DLS | WISDOMTREE TR | $1,141 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $628 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $470 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| IHF | ISHARES TR | $252 | 0.00% | 6 | 3 | 100.0% | $126 | 加仓 |
| — | GABELLI EQUITY TR INC | $189 | 0.00% | 26,890 | 26,890 | — | $189 | 新建仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $168 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $156 | 0.00% | 5 | -780 | -99.4% | -$2.43万 | 重新持有 |
| SHY | ISHARES TR | $83 | 0.00% | 1 | -315 | -99.7% | -$2.61万 | 减仓 |
| MLPA | GLOBAL X FDS | $54 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -213,001 | -100.0% | -$551.46万 | 清仓 |
| SPAB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -14,540 | -100.0% | -$37.44万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,307 | -100.0% | -$34.62万 | 清仓 |
| RRX | REGAL REXNORD CORPORATION | $0 | 0.00% | 0 | -2,310 | -100.0% | -$32.42万 | 清仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $0 | 0.00% | 0 | -1,434 | -100.0% | -$26.61万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -2,109 | -100.0% | -$26.54万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -901 | -100.0% | -$23.18万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -8,341 | -100.0% | -$21.84万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -978 | -100.0% | -$21.45万 | 清仓 |
| UMI | USCF ETF TR | $0 | 0.00% | 0 | -4,301 | -100.0% | -$21.11万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -2,089 | -100.0% | -$20.87万 | 清仓 |
| DOX | AMDOCS LTD | $0 | 0.00% | 0 | -2,534 | -100.0% | -$20.40万 | 清仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EUFN | ISHARES TR | $0 | 0.00% | 0 | -4,924 | -100.0% | -$18.26万 | 清仓 |
| IWL | ISHARES TR | $0 | 0.00% | 0 | -919 | -100.0% | -$15.68万 | 清仓 |
| DLN | WISDOMTREE TR | $0 | 0.00% | 0 | -1,618 | -100.0% | -$14.25万 | 清仓 |
| TIP | ISHARES TR | $0 | 0.00% | 0 | -748 | -100.0% | -$8.23万 | 清仓 |
| SMBS | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -3,080 | -100.0% | -$7.91万 | 清仓 |
| CRML | CRITICAL METALS CORP | $0 | 0.00% | 0 | -10,050 | -100.0% | -$6.97万 | 清仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -753 | -100.0% | -$5.94万 | 清仓 |
| AAPL | APPLE INC 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$5.44万 | 清仓 |
| IJS | ISHARES TR | $0 | 0.00% | 0 | -401 | -100.0% | -$4.56万 | 清仓 |